Author: Chris White
Chris has been a part of Liquid Web for over 5 years. He has worked with WHMCS for 4+ years, helping develop Liquid Web's plugin as well as implementing WHMCS in ways to help achieve each partner's unique goals. As the Partner Operations Manager, he continues to develop Liquid Web's Partner Program tools, including WHMCS, to ensure partners have every resource they need to be successful at Liquid Web.
How To Manually Set Up Clients in WHMCS
WHMCS is an amazingly capable software allowing you to manage your clients from initial purchase, continued support, and billing management on your Cloud Dedicated, VPS, or dedicated server. However, if you already have clients and you’re looking to get started with WHMCS, you will need to get those clients into the new system. While this process does require some manual work, it is absolutely possible and once they are set up, the automation can take over from there! In this guide, I will show you how to manually set up your existing clients into WHMCS.
Setting up packages in WHM to use in WHMCS
Using Packages in WHM
Any new reseller’s first move when integrating WHMCS is to ensure that the products they are provisioning have the correct resources and limitations for their cPanel packages.
Setting Up Your Liquid Web Server in WHMCS
- Log in to your WHMCS Admin dashboard
- Navigate to Setup -> Products/Services -> Servers
- If this is your first server in WHMCS, you will not see any servers or groups.
- You can create a group if you would like to add future servers to the group at a later date. The benefit of this is to have multiple servers to distribute clients. You can always add this at a later time.
- Select “Add New Server”
- Adding Your Server
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